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Investment Management

Investment Management

Investment management pertains to the handling of financial assets and other investments, aside from buying and selling them. It includes planning a short- or long-term strategy for the acquisition and disposal of portfolio holdings. It can also include budgeting, banking, and tax services and duties.

Asset Classes

Commodity
Equity
Real Estate

Entity Types

Investment Advisor

Industries

Banking
Insurance

Terms

Bond
Financial Asset
Financial Statement Analysis
Investment Portfolio
Portfolio
Retirement
Stock Pick

Mentioned by the Following

Entities

13D Global Strategy & Research
AXA Advisors, LLC
Abacus Wealth Partners
Avalon Investment & Advisory
Barclays Investment Bank
Bell Investment Advisors
Bleakley Advisory Group
Bond Angle, LLC
Buckingham Strategic Wealth
CFA Institute
CFRA Research
COEX Partners
Cabot Wealth Network
Cowen Inc.
Financial Markets Training Ltd
Flagship Harbor Advisors
Fulcrum Financial Group, LLC
Guardian Life
Headwaters Solutions LP
Incrementum AG
Kidder, Peabody & Co.
Kovitz
Linde Equity
Morningstar
Ned Davis Research
Pacific Investment Management Company
Pring Turner Capital Group
RIA Advisors
SEI
Satovsky Asset Management, LLC
Seilern Investment Management
Simone Zajac Wealth Management Group
Sitka Pacific Capital Management
Strategic Investment Group
THE SETTLEMENT & MANAGEMENT RESEARCH CONSULTANCY LIMITED
The Blue Collar Investor
The MBA Investment Fund, L.L.C.
The Motley Fool
The Vanguard Group
Tradition Asset Management
Tweedy Browne Company LLC
UBS
Wealth Resources Group
Wellington Management
Wells Fargo
William Blair & Company

Entity Types

Investment Holding Company

Events

Investment Company Act of 1940

Industries

Asset Management
Finance, Investments & Asset Management

People

Ami Joseph
Andreas Clenow
Andy Clarke
Arjun Divecha
Ben Hunt
Blair DuQuesnay
Bob Brinker
Bob Johnson
Bob Lang
Brett Owens
Brian Frank
Brian Portnoy
Cathie Wood
Charles Munger
Chris Errico
Chris Knowlton
Chris Pavese
Chris Versace
Christopher Cole
Chuck Carnevale
Cullen Roche
Daniel Zajac
Ed Yardeni
Edward Altman
Edwin Elton
Eric Peters
Frank Martin
Frank Reilly
Galen Burghardt
Gary Antonacci
Gerald Jensen
Giovanni Pozzi
Hildy Richelson
Jeff Marcus
Jeff Snider
Jeffrey Kleintop
Jim Bell
Jim O'Shaughnessy
John Buckingham
John Reese
Jonathan DeYoe
Jonathan Satovsky
Keith Brown
Kelley Wright
Kent Collier
Lance Roberts
Larry Fink
Laurence Siegel
Lenore Hawkins
Leo Kolivakis
Louis Llanes
Louis Navellier
Louise Gunderson
Luke Ellis
Lyon Polk
Maitha Al Shamsi
Manny Roman
Mark Curtis
Mark Gallogly
Markus Heitkoetter
Martin Gruber
Marty Fridson
Mason Morfit
Matt Krantz
Matt Tucker
Meb Faber
Michael Covel
Michael Defosse
Michael Gayed
Michael Lebowitz
Michael Nicoletos
Mike Green
Mohnish Pabrai
Monika Zahler
Nancy Zambell
Peter Seilern
Randy Conner
Reuben Advani
Rick Rieder
Robert Levine
Ron Rowland
Russ Brownback
Russel Kinnel
Russell Palmer
Samuel Rines
Sanford Leeds
Scott Pape
Scott Van Den Berg
Seth Daniels
Sophia Bera
Stephen Brown
Stephen Perry
Terrence Belton
Thomas Herold
Tobias Carlisle
Toni Turner
Trevor Mottl
Vincent Catalano
Woody Brock

Publications

Above the Market
Capital Ideas
Common Stocks as Long Term Investments
Gold
Illusions of Wealth
Modern Portfolio Theory and Investment Analysis
The Theory and Practice of Investment Management
Your Rich Life

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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